David Steven Scheid
Professional Summary
David Steven Scheid, who also goes by David Scheid, is a registered financial advisor currently at DEMETER ADVISORY GROUP, LLC located in Miami Beach, Florida. David is registered as a RR (Registered Representative) and started their career in finance in 2010. David has worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Scheid
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
DEMETER ADVISORY GROUP, LLC | DEMETER GROUP ADVISORY, LLC
Contact Information
Main Address
1508 Bay Road, #511, Miami Beach, FL 33139Mailing Address
1508 Bay Road, #511, Miami Beach, FL 33139Phone Number
(415) 828-5482Established
Florida since 12/07/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DEMETER GROUP HOLDINGS, LP | MEMBER | — |
| COLLINS, ELIZABETH SARAH | FINOP/CFO | 4714831 |
| MENASHE, JEFF ALEXANDER | CHAIRMAN/CHIEF COMPLIANCE OFFICER, CEO | — |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(4/18/2023)
(5/3/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Aug 2010About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Steven Scheid's CRS (Customer Relationship Summary).
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